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Twin Peaks Wealth Advisors’s Performance Food Group PFGC Stock Holding History

Twin Peaks Wealth Advisors’s Portfolio PFGC Stock Details PFGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-86
Closed -$7.37K – 1627
2026
Q1 		$7.37K Buy
+86
New +$7.86K ﹤0.01% 1214
2025
Q3 		– Sell
-89
Closed -$8.75K – 1543
2025
Q2 		$8.75K Buy
+89
New +$7.41K ﹤0.01% 1007

Other funds holding PFGC

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $16.4B AUM 99.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Twin Peaks Wealth Advisors's PFGC Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Performance Food Group (PFGC) in Q2 2026, closing a stake of 86 shares — an estimated $7.37K sold.

Twin Peaks Wealth Advisors first reported a position in PFGC in Q2 2025 and held it in 2 quarters. The position peaked at $8.75K in Q2 2025. 531 funds tracked by Wall St. Rank hold PFGC as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Performance Food Group position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 86 Performance Food Group shares in Q2 2026, an estimated $7.37K.
  • Twin Peaks Wealth Advisors first reported a position in Performance Food Group in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Performance Food Group position peaked at $8.75K in Q2 2025.
  • 531 funds tracked by Wall St. Rank held Performance Food Group as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.